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Artwork for Hidden Forces

Hidden Forces

Demetri Kofinas
United States
China
Artificial Intelligence
Iran
Inflation
Donald Trump
Russia
Israel
Monetary Policy
Federal Reserve
NATO
Fiscal Policy
Investment Strategies
Trump Administration
U.S. Foreign Policy
Industrial Policy
Political Economy
Geopolitics
U.S. Dollar
Oil Market

Get the edge with Hidden Forces where media entrepreneur and financial analyst Demetri Kofinas gives you access to the people and ideas that matter, so you can build financial security and always stay ahead of the curve.

PublishesTwice weeklyEpisodes527Founded10 years ago
Number of ListenersCategories
BusinessGovernment

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Artwork for Hidden Forces

Latest Episodes

In Episode 502 of Hidden Forces, Demetri Kofinas speaks with Jim Bianco, founder of Bianco Research and Bianco Advisors, about why he has turned bullish on bonds after six years of warning they were overvalued, what the K-shaped economy and the domi... more

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In Episode 501 of Hidden Forces, Demetri Kofinas speaks with Rana Foroohar about her book, Sea Change, and her argument that, as polar ice melts and new sea routes open, the Arctic has become the most consequential and least understood geopolitical t... more

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In Episode 500 of Hidden Forces, Demetri Kofinas speaks with Logan Wright, director of China macro and financial sector research at the Rhodium Group and author of Broken China, about why China's economic troubles are structural rather than cyclical... more

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In Episode 499 of Hidden Forces, Demetri Kofinas speaks with Inigo Fraser Jenkins, a strategist at AllianceBernstein and author of the research paper "The Hundred Year Portfolio," about how investors should rethinking portfolio construction, governa... more

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Recent Guests

Rana Faroohar
Author of Sea Change: America's New Great Game in the Arctic Circle
Publications/Book author
Episode: How Melting Ice Is Redrawing the Global Order | Rana Foroohar
Logan Wright
Director of China Macro and Financial Sector Research at the Rhodium Group; author of Broken China
Rhodium Group
Episode: Why the China Threat Is Overblown | Logan Wright
Inigo Fraser Jenkins
Chief Investment Strategist at AllianceBernstein
AllianceBernstein
Episode: How to Invest for A Hundred Years | Inigo Fraser Jenkins
John Borthwick
Founder & CEO of Betaworks
Betaworks
Episode: Will AI Really Kill Us All? | Harper Reed & John Borthwick
Harper Reed
Entrepreneur, AI lab founder; former CTO for Barack Obama 2012 campaign
AI lab (Chicago)
Episode: Will AI Really Kill Us All? | Harper Reed & John Borthwick
Marieke Flament
Co-author of Currency of Power and guest on Currency of Power discussions
Currency of Power (newsletter)
Episode: The Great Financial Reset Has Begun | Marieke Flament & Nicolas Colin
Nicolas Colin
Co-author of Currency of Power and guest on Currency of Power discussions
Currency of Power (newsletter)
Episode: The Great Financial Reset Has Begun | Marieke Flament & Nicolas Colin
Yaroslav Trofimov
Chief foreign affairs correspondent for The Wall Street Journal
The Wall Street Journal
Episode: Are Rumors of an Imminent Russian Attack Warranted? | Yaroslav Trofimov
Henry Farrell
Political scientist specializing in international political economy; co-author of Underground Empire
Johns Hopkins University (Agora Institute) and Columbia University (Columbia political science collaborations)
Episode: Bessent's Wager and Why the World is Calling America's Bluff | Henry Farrell

Host

Demetri Kofinas
Host of Hidden Forces

Reviews

4.8 out of 5 stars from 2.5k ratings
  • AI arrogance

    Dean Ball's interview contained so many "likes" that if was almost unlistenable.

    Apple Podcasts
    3
    Workforce Consultant
    United States4 months ago
  • Great topics. But mouth the sounds of some guests…

    Enjoy the topics covered by Hidden Forces. Great host too. But, if you have misophonia, just beware that because the microphone/audio is so clear, you will hear if a guest is a lip-smacker, or sounds “wet mouthed,” or breathes loudly. I couldn’t get through the surveillance state topic because the mics picked up the guest’s wet smacks a little too clearly. I wish these sounds could be edited out or mitigated somehow. Thankful a transcript is provided!

    Apple Podcasts
    4
    Arcee in WA
    United States5 months ago
  • SMP

    So much propaganda.

    Apple Podcasts
    1
    InHouTX
    United States6 months ago
  • Demetri is a great host

    Especially when by being open minded he exposes “intellectual-yet-idiots” like Bruno Macaes. Overall, be brings a fascinating array of thinkers on and that makes for a lively show.

    Apple Podcasts
    5
    Certaminis Princeps
    United States7 months ago
  • Finally, my delayed thank you!

    I’ve been listening to Demetri Kofinas for so long and being thinking of writing a five star review for a lot as well. Unfortunately, I couldn’t do it due to my choice of podcast. With iPad I can finally finish this.

    I appreciate all the talks and books and lately the newsletters. I need to work out my payment method so that I can pay some fees. You know I am cut off from the rest of the world.

    Thank You Thank you Thank you

    Apple Podcasts
    5
    Notallwhowanderislost
    United States9 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Consistently valuable for those seeking macroeconomic and geopolitical analysis.
High-quality discussions, but some listeners note audio or pacing issues.
Host engages deeply but may interrupt guests at times, per listener feedback.
Thoughtful, rigorous interviews with deep guests.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#227
Australia/Business

Talking Points

Recent interactions between the hosts and their guests.

Is It Time to Start Buying Bonds? | Jim Bianco
Q: ENTRY-LEVEL EMPLOYMENT AND AI: how do you think AI adoption will affect entry-level jobs versus higher-skill roles, and what should investors watch for in the labor market?
Data suggests early AI adoption is real but not yet transformative at scale for entry-level roles; the impact will likely come from higher-value tasks and automation of repetitive duties, with potential displacements at higher levels as AI agents take over more complex processes.
Is It Time to Start Buying Bonds? | Jim Bianco
Q: Do you view the role of systematic passive as being that of an amplifier, or do you view it as an independent variable that provides positive uplift to equity markets irrespective of underlying trends?
It's more of an independent positive uplift; passive investing adds capital to the market and tends to support prices, though the dynamics will still be guided by the underlying growth, inflation, and policy regime.
How to Invest for A Hundred Years | Inigo Fraser Jenkins
Q: How does the ultra-long horizon change the way we think about diversification?
Diversification is reframed from low correlations within a Markowitz framework to robustness across different future paths. It emphasizes resilience to regime shifts, climate and technology disruptions, and policy changes, rather than simply seeking assets with historically low co-movements.
How to Invest for A Hundred Years | Inigo Fraser Jenkins
Q: What is the core idea behind investing for a hundred years, and how does governance fit into that?
The core idea is that long horizons require governance structures that embed patience, patience mechanisms, and spending needs within an explicit framework, rather than a single static allocation. Governance shapes risk tolerance, liquidity discipline, tax planning, and the ability to adapt to different future paths, ensuring wealth preservation across generations.
The Great Financial Reset Has Begun | Marieke Flament & Nicolas Colin
Q: What is the shift you're seeing that motivates the Great Financial Reset thesis?
They argue that a structural shift in the global monetary order is under way, driven by the maturation of the digital economy, the rise of dollar-backed stablecoins, and the adoption of programmable money, which could fundamentally alter how capital is produced, allocated, and governed.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Hidden Forces

What is Hidden Forces about and what kind of topics does it cover?

Listeners likely engage with deep-dive conversations at the intersection of geopolitics, economics, technology, and policy. Episodes routinely feature serious reads on empire, global markets, AI governance, and strategic risk, often with guests who are academics, policy researchers, or industry critics. The show is probably appealing to listeners who enjoy rigorous analysis, long-form debate, and a willingness to challenge conventional wisdom, with a distinctive focus on how power, information, and technology shape global outcomes. A notable strength is its ability to connect historical context to contemporary policy and market dynamics, offering a thoughtful, sometimes provocative lens on the forces shaping the world. Potential guests or s... more

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Which podcasts are similar to Hidden Forces?

These podcasts share a similar audience with Hidden Forces:

1. The Grant Williams Podcast
2. Macro Voices
3. Monetary Matters with Jack Farley
4. Forward Guidance
5. Thoughtful Money with Adam Taggart

How many episodes of Hidden Forces are there?

Hidden Forces launched 10 years ago and published 527 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Hidden Forces?

Recent guests on Hidden Forces include:

1. Rana Faroohar
2. Logan Wright
3. Inigo Fraser Jenkins
4. John Borthwick
5. Harper Reed
6. Marieke Flament
7. Nicolas Colin
8. Yaroslav Trofimov

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